Clear Perspectives Financial Planning’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Clear Perspectives Financial Planning’s Portfolio MGK Stock Details MGK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$5.19M	Buy	126,905 +80,495	+173%	+$3.05M	2.91%	13
2022 Q4	$1.6M	Sell	46,410 -800	-2%	-$28.6K	0.85%	25
2022 Q3	$1.65M	Sell	47,210 -5,590	-11%	-$220K	0.81%	25
2022 Q2	$1.92M	Sell	52,800 -37,040	-41%	-$1.49M	0.75%	22
2022 Q1	$4.23M	Sell	89,840 -9,995	-10%	-$463K	1.6%	15
2021 Q4	$5.21M	Buy	99,835 +13,485	+16%	+$683K	2.11%	12
2021 Q3	$4.05M	Buy	86,350 +20,970	+32%	+$1.01M	1.84%	15
2021 Q2	$3.03M	Buy	65,380 +3,545	+6%	+$156K	1.46%	18
2021 Q1	$2.56M	Sell	61,835 -62,235	-50%	-$2.56M	1.48%	20
2020 Q4	$5.06M	Buy	+124,070	New	+$4.8M	3.2%	10

Other funds holding MGK

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clear Perspectives Financial Planning's MGK Position: Q1 2023 in Review

Clear Perspectives Financial Planning increased its Vanguard Mega Cap Growth ETF (MGK) stake by 173% in Q1 2023, buying an estimated $3.05M and bringing the position to 126,905 shares worth $5.19M. The position accounts for 2.91% of the portfolio, ranked #13.

Clear Perspectives Financial Planning first reported a position in MGK in Q4 2020 and has held it in 10 quarters since. The position peaked at $5.21M in Q4 2021. 541 funds tracked by Wall St. Rank hold MGK as of Q1 2023.

Clear Perspectives Financial Planning held 126,905 shares of Vanguard Mega Cap Growth ETF worth $5.19M as of Q1 2023.
Clear Perspectives Financial Planning bought 80,495 Vanguard Mega Cap Growth ETF shares in Q1 2023, an estimated $3.05M.
Vanguard Mega Cap Growth ETF made up 2.91% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #13 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard Mega Cap Growth ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Vanguard Mega Cap Growth ETF position peaked at $5.21M in Q4 2021.
541 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.